Billing Recipient/Client Legal Name

You may have clients in your practice who need their invoices to go to a different person, AKA a billing recipient. This is typically a parent, guardian, or sponsor. Designate a billing recipient for a client to send invoices to the billing recipient instead of the client.

1. Click Lists → Clients and open the client's profile.
2. Select the Invoices tab and click the three dots icon.
3. Select Billing Recipient...
4. Enter the Billing Recipient information.

   

Client Legal Name

In the screenshot above you will see a section labeled Client Legal Name. This can be adjusted if your client has a preferred name you keep on file for them, but they also have a legal name that must appear on invoices.